Kevin Michael Roe
Investment adviser representative at Newport Global Advisors L.P.
23 yearsExperience
1 stateRegistered in
$174.8MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Newport Global Advisors L.P.Nov 2021 to now
- Roe Equity Research LLCJan 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Newport Global Advisors L.P.
$174.8MAssets managed
6Clients
2Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2396474
- Firm CRD
- 139368